Menora Mivtachim Holdings’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,500
| Closed | -$139K | – | 86 |
|
|
2017
Q2 | $139K | Hold |
2,500
| – | – | 0.01% | 73 |
|
|
2017
Q1 | $139K | Hold |
2,500
| – | – | 0.01% | 67 |
|
|
2016
Q4 | $138K | Sell |
2,500
-441,500
| -99% | -$24.4M | 0.01% | 89 |
|
|
2016
Q3 | $19.7M | Buy |
+444,000
| New | +$19.7M | 1.08% | 33 |
|
|
2016
Q2 | – | Sell |
-690,155
| Closed | -$33.4M | – | 77 |
|
|
2016
Q1 | $33.4M | Buy |
+690,155
| New | +$33.4M | 2% | 22 |
|
|
2015
Q3 | – | Sell |
-2,300
| Closed | -$129K | – | 70 |
|
|
2015
Q2 | $129K | Hold |
2,300
| – | – | 0.01% | 60 |
|
|
2015
Q1 | $125K | Hold |
2,300
| – | – | 0.01% | 59 |
|
|
2014
Q4 | $126K | Hold |
2,300
| – | – | 0.01% | 55 |
|
|
2014
Q3 | $119K | Hold |
2,300
| – | – | 0.01% | 59 |
|
|
2014
Q2 | $121K | Hold |
2,300
| – | – | 0.01% | 58 |
|
|
2014
Q1 | $114K | Hold |
2,300
| – | – | 0.01% | 56 |
|
|
2013
Q4 | $104K | Sell |
2,300
-547
| -19% | -$24.7K | 0.01% | 58 |
|
|
2013
Q3 | $118K | Hold |
2,847
| – | – | 0.01% | 60 |
|
|
2013
Q2 | $118K | Buy |
+2,847
| New | +$118K | 0.01% | 66 |
|